What does Atlantic Private Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Atlantic Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)

$43M66K28.1%

Vanguard Idx Fund

$17M52K10.8%

Vanguard Total (international Stock Index Fund)

$8M99K5.0%

iShares iBonds Dec 2034 Term Treasury ETF

$6M231K3.9%

Vanguard Extended (markets Index Fund)

$6M28K3.8%

iShares iBonds Dec 2026 Term Treasury ETF

$6M243K3.6%

iShares iBonds Dec 2032 Term Treasury ETF

$5M235K3.5%

Vanguard World FD (esg US STK Etf)

$5M43K3.2%

iShares iBonds Dec 2027 Term Treasury ETF

$5M209K3.1%

iShares TR Esg Awr (us Agrgt)

$4M94K2.9%

Filing history loading…